Palm Desert, CACIK 17136974 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
209 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.63M | $39.70M | 7.3% | +104.0K | Added |
| 2 | Schwab Strategic Tr | 1.55M | $38.75M | 7.2% | +82.4K | Added |
| 3 | Vanguard Index Fds | 202.9K | $38.75M | 7.2% | +21.7K | Added |
| 4 | Schwab Strategic Tr |
| 1.10M |
| $35.74M |
| 6.6% |
| +22.9K |
| Added |
| 5 | Apple Inc | 80.2K | $21.81M | 4.0% | −94 | Reduced |
| 6 | Schwab Strategic Tr | 862.2K | $20.73M | 3.8% | +69.8K | Added |
| 7 | Spdr Series Trust | 611.5K | $16.19M | 3.0% | +25.7K | Added |
| 8 | Vanguard Scottsdale Fds | 157.1K | $13.16M | 2.4% | +10.2K | Added |
| 9 | Vanguard Scottsdale Fds | 275.5K | $12.97M | 2.4% | +16.2K | Added |
| 10 | Ishares Inc | 168.6K | $12.25M | 2.3% | +7.5K | Added |
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